Connecting a Brokerage to Auto-Import Trades

Why connect a brokerage?

Auto-import keeps your tracker up to date without any typing. Once linked, the Trade Tracker pulls in your options positions, equity holdings, cash balance, and transaction history, and keeps them in sync as you trade.

How to connect

1. Open the Brokerage Connection section from the sidebar.
2. Click Link a Brokerage Account (or Connect brokerage from the Overview banner).
3. Sign in to your broker through the secure connection flow and authorize read-only access.
4. Pick which account(s) to import. Each connected account becomes its own portfolio.

Connections are read-only — the tool can see your positions and history, but it can never place or modify trades.

Manual and synced, side by side

You can mix both approaches. Synced brokerage portfolios sit alongside any manual portfolios you've created, and All Portfolios rolls everything up into one set of numbers. That's handy if one of your brokers isn't supported yet — track it by hand while the rest sync automatically.

Keeping data fresh

Synced accounts refresh on their own, and the Overview and Positions tables reflect the latest prices when you open them. If something looks stale, revisit the Brokerage Connection section and click Sync now.

Disconnect or reconnect

Each linked brokerage card has Disconnect (with a confirm step). Disconnecting removes that SnapTrade link and deletes imported trades for that connection’s current accounts — you can link again later and re-sync.

If a connection shows Needs reconnect, use Reconnect on the card (or the banner on other Trade Tracker pages) to re-authorize without losing your other linked brokerages when possible.